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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$2.15M
M
227
MATAURO
New York
$2.15M +$2.16M +30,080 New
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$2.08M +$278K +3,863 +15%
GVAG
229
Great Valley Advisor Group
Delaware
$2.07M +$151K +2,097 +8%
WIM
230
Westside Investment Management
California
$2.06M +$63.1K +877 +3%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$2.04M -$110K -1,522 -5%
FFA
232
Founders Financial Alliance
North Carolina
$2.03M -$25.1K -349 -1%
TSWM
233
Tyler-Stone Wealth Management
Ohio
$2.01M +$112K +1,559 +6%
CC
234
Climber Capital
Switzerland
$1.98M +$2M +27,775 New
RPSA
235
Richard P. Slaughter Associates
Texas
$1.97M +$699K +9,711 +54%
CA
236
Claro Advisors
Massachusetts
$1.96M +$5.04K +70 +0.3%
BCB
237
Brian C. Broderick
$1.96M -$21.6K -300 -1%
OPWM
238
Oakwell Private Wealth Management
Texas
$1.94M
AssetMark Inc
239
AssetMark Inc
California
$1.93M +$1.87M +25,984 +2,461%
OFS
240
OneAscent Financial Services
Alabama
$1.91M +$1.93M +26,775 New
CWM
241
Cahill Wealth Management
Michigan
$1.9M -$8.92K -124 -0.5%
BPA
242
Beacon Pointe Advisors
California
$1.84M -$20.3K -282 -1%
PWH
243
Priebe Wealth Holdings
Minnesota
$1.84M -$460K -6,390 -20%
NAS
244
NWF Advisory Services
California
$1.83M +$1.84M +25,622 New
LA
245
LexAurum Advisors
Kansas
$1.82M +$346K +4,810 +23%
WFP
246
Wrenne Financial Planning
Kentucky
$1.81M -$30.7K -426 -2%
NWM
247
Northwest Wealth Management
Iowa
$1.81M -$25.7K -357 -1%
SPC
248
Sigma Planning Corp
Michigan
$1.79M -$11.7K -163 -0.6%
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.77M +$3.24K +45 +0.2%
PWM
250
Perigon Wealth Management
California
$1.75M +$20.6K +286 +1%